Upstart Holdings, Inc.
UPST- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001647639
In the last 90 days, Upstart Holdings, Inc. insiders filed 1 open-market purchase and 8 sales; 370 institutions reported holding it in 13F filings for Q2 2026, worth $2.07B in total; Coatue Management is the only superinvestor holding it.
13F holders, Q4 2025
Institutional positions in Upstart Holdings, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 393
- −11 vs. Q3 2025
- Shares held
- 64.7M
- +412.5K (+0.6%) vs. Q3 2025
- Total value
- $2.83B
- −$438.8M (−13.4%) vs. Q3 2025
- New holders
- 78
- 118 more added
- Sold out
- 89
- 136 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 370 | $2.07B |
| Q1 2026 | 340 | $1.45B |
| Q4 2025 | 393 | $2.83B |
| Q3 2025 | 412 | $3.27B |
| Q2 2025 | 421 | $3.98B |
| Q1 2025 | 387 | $2.77B |
| Q4 2024 | 391 | $3.59B |
| Q3 2024 | 349 | $1.99B |
| Q2 2024 | 275 | $919.5M |
| Q1 2024 | 278 | $1.00B |
| Q4 2023 | 334 | $1.70B |
| Q3 2023 | 291 | $1.08B |
| Q2 2023 | 303 | $1.30B |
| Q1 2023 | 266 | $471.6M |
| Q4 2022 | 267 | $388.9M |
| Q3 2022 | 306 | $658.8M |
| Q2 2022 | 347 | $1.17B |
| Q1 2022 | 496 | $4.43B |
| Q4 2021 | 480 | $5.83B |
| Q3 2021 | 428 | $13.3B |
| Q2 2021 | 254 | $5.00B |
| Q1 2021 | 132 | $5.12B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atom Investors LP | 52,694 | $2.30M | 0.18% | +52,694 | New |
| State of New Jersey Common Pension Fund D | 56,894 | $2.49M | 0.01% | +23,407+69.9% | Added |
| BNP Paribas Arbitrage, SA | 60,062 | $2.63M | 0.00% | +15,455+34.6% | Added |
| AQR Capital Management LLC | 60,309 | $2.64M | 0.00% | +15,076+33.3% | Added |
| Jump Financial, LLC | 66,393 | $2.90M | 0.04% | −404,398−85.9% | Reduced |
| Verition Fund Management LLC | 69,020 | $3.02M | 0.02% | −92,283−57.2% | Reduced |
| Man Group plc | 70,235 | $3.07M | 0.01% | −402,009−85.1% | Reduced |
| Quantbot Technologies LP | 70,310 | $3.07M | 0.10% | −77,006−52.3% | Reduced |
| Private Advisor Group, LLC | 71,323 | $3.12M | 0.01% | +55,591+353.4% | Added |
| Liontrust Investment Partners LLP | 71,524 | $3.13M | 0.05% | −91,156−56.0% | Reduced |
| Deutsche Bank AG | 74,003 | $3.24M | 0.00% | +3,575+5.1% | Added |
| Polar Asset Management Partners Inc. | 74,700 | $3.27M | 0.06% | +74,700 | New |
| MML Investors Services, LLC | 75,690 | $3.31M | 0.01% | +21,074+38.6% | Added |
| Aquatic Capital Management LLC | 77,587 | $3.39M | 0.10% | −48,895−38.7% | Reduced |
| Quantinno Capital Management LP | 79,368 | $3.47M | 0.01% | −11,141−12.3% | Reduced |
| Price T Rowe Associates Inc | 80,379 | $3.52M | 0.00% | −911,054−91.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 81,587 | $3.57M | 0.01% | −7,012−7.9% | Reduced |
| California State Teachers Retirement System | 83,018 | $3.63M | 0.00% | −110.0% | Reduced |
| Dark Forest Capital Management LP | 84,080 | $3.68M | 0.17% | +84,080 | New |
| Legal & General Group Plc | 84,245 | $3.68M | 0.00% | −6,449−7.1% | Reduced |
| SummitTX Capital, L.P. | 85,223 | $3.73M | 0.11% | +66,752+361.4% | Added |
| PEAK6 LLC | 87,617 | $3.83M | 0.10% | +75,466+621.1% | Added |
| Nordea Investment Management AB | 87,943 | $3.87M | 0.00% | −10,450−10.6% | Reduced |
| Bank of Montreal | 90,652 | $3.96M | 0.00% | +2,651+3.0% | Added |
| Invesco Ltd. | 90,987 | $3.98M | 0.00% | −513,905−85.0% | Reduced |
| Raymond James Financial Inc | 93,562 | $4.09M | 0.00% | −28,723−23.5% | Reduced |
| Alliancebernstein L.P. | 98,810 | $4.32M | 0.00% | −490−0.5% | Reduced |
| Walleye Trading LLC | 98,970 | $4.33M | 0.07% | −11,722−10.6% | Reduced |
| PDT Partners, LLC | 100,041 | $4.37M | 0.28% | +100,041 | New |
| LPL Financial LLC | 106,681 | $4.67M | 0.00% | −4,875−4.4% | Reduced |
| Rhumbline Advisers | 109,010 | $4.77M | 0.00% | −18,169−14.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 109,636 | $4.79M | 0.01% | +108,811+13,189.2% | Added |
| Landscape Capital Management, L.L.C. | 110,688 | $4.84M | 0.32% | −171−0.2% | Reduced |
| Interval Partners, LP | 112,292 | $4.91M | 0.11% | +112,292 | New |
| Credit Agricole S A | 115,801 | $5.06M | 0.01% | +72,889+169.9% | Added |
| Qube Research & Technologies Ltd | 128,199 | $5.61M | 0.01% | −439,674−77.4% | Reduced |
| Neo Ivy Capital Management | 140,275 | $6.13M | 0.97% | +76,919+121.4% | Added |
| Bank of Nova Scotia | 141,558 | $6.19M | 0.01% | +31,970+29.2% | Added |
| Walleye Capital LLC | 149,769 | $6.55M | 0.04% | +88,262+143.5% | Added |
| UBS Asset Management Americas Inc | 157,432 | $6.88M | 0.00% | −3,001−1.9% | Reduced |
| Swiss National Bank | 170,800 | $7.47M | 0.00% | +4,800+2.9% | Added |
| Optiver Holding B.V. | 172,305 | $7.53M | 0.14% | −195,229−53.1% | Reduced |
| Jane Street Group, LLC | 188,484 | $8.24M | 0.01% | −786,213−80.7% | Reduced |
| Nuveen, LLC | 189,632 | $8.29M | 0.00% | −246,283−56.5% | Reduced |
| Maxi Investments CY Ltd | 193,400 | $8.46M | 1.54% | +193,400 | New |
| Wells Fargo & Company | 210,164 | $9.19M | 0.00% | −636,082−75.2% | Reduced |
| HSBC Holdings PLC | 210,145 | $9.21M | 0.01% | −18,385−8.0% | Reduced |
| J. Goldman & Co LP | 211,152 | $9.23M | 0.36% | +211,152 | New |
| Millennium Management LLC | 218,753 | $9.57M | 0.01% | −237,498−52.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 220,051 | $9.62M | 0.05% | +172,925+366.9% | Added |
| Carnegie Capital Asset Management, LLC | 238,163 | $10.4M | 0.19% | +238,163 | New |
| Catalytic Wealth RIA, LLC | 249,474 | $10.9M | 0.40% | +19,402+8.4% | Added |
| Bank of New York Mellon Corp | 269,214 | $11.8M | 0.00% | −3,570−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 273,487 | $12.0M | 0.01% | +164,297+150.5% | Added |
| Dimensional Fund Advisors LP | 278,590 | $12.2M | 0.00% | +220,829+382.3% | Added |
| Hidden Lake Asset Management LP | 316,586 | $13.8M | 7.54% | +316,586 | New |
| First Trust Advisors LP | 318,547 | $13.9M | 0.01% | +81,416+34.3% | Added |
| Pathstone Holdings, LLC | 336,186 | $14.7M | 0.06% | −2,147−0.6% | Reduced |
| Voloridge Investment Management, LLC | 347,881 | $15.2M | 0.05% | −622,425−64.1% | Reduced |
| Divisadero Street Capital Management, LP | 370,000 | $16.2M | 0.92% | +370,000 | New |
| Point72 Asset Management, L.P. | 370,179 | $16.2M | 0.03% | +370,179 | New |
| JPMorgan Chase & Co | 410,608 | $18.0M | 0.00% | −141,115−25.6% | Reduced |
| Halter Ferguson Financial Inc. | 415,321 | $18.2M | 4.00% | +209,915+102.2% | Added |
| Annex Advisory Services, LLC | 421,373 | $18.4M | 0.35% | +214,279+103.5% | Added |
| Nishkama Capital, LLC | 487,060 | $21.3M | 2.88% | +487,060 | New |
| Wellington Management Group LLP | 489,219 | $21.4M | 0.00% | +361,696+283.6% | Added |
| Kadensa Capital Ltd | 520,986 | $22.8M | 2.37% | +65,836+14.5% | Added |
| Marshall Wace, LLP | 551,168 | $24.1M | 0.02% | +60,587+12.4% | Added |
| Citigroup Inc | 563,645 | $24.6M | 0.02% | +13,507+2.5% | Added |
| UBS Group AG | 642,137 | $28.1M | 0.01% | −183,211−22.2% | Reduced |
| Capital Fund Management S.A. | 671,345 | $29.4M | 0.28% | +109,237+19.4% | Added |
| Northern Trust Corp | 744,186 | $32.5M | 0.00% | −41,126−5.2% | Reduced |
| Charles Schwab Investment Management Inc | 745,836 | $32.6M | 0.01% | +4,406+0.6% | Added |
| Baillie Gifford & Co | 758,929 | $33.2M | 0.03% | +758,929 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 850,839 | $37.2M | 0.10% | −121,017−12.5% | Reduced |
| Barclays PLC | 864,102 | $37.8M | 0.02% | +144,692+20.1% | Added |
| Azora Capital LP | 882,231 | $38.6M | 2.43% | +882,231 | New |
| Fred Alger Management, LLC | 1,006,130 | $44.0M | 0.17% | −121,438−10.8% | Reduced |
| SG Americas Securities, LLC | 1,085,851 | $47.5M | 0.06% | +878,429+423.5% | Added |
| Citadel Advisors LLC | 1,105,759 | $48.4M | 0.03% | +809,601+273.4% | Added |
| Norges Bank | 1,141,425 | $49.9M | 0.01% | +1,141,425 | New |
| Marex Group plc | 1,178,997 | $51.6M | 0.56% | −125,486−9.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,208,201 | $52.8M | 0.08% | +29,524+2.5% | Added |
| Susquehanna International Group, LLP | 1,287,089 | $56.3M | 0.08% | +324,209+33.7% | Added |
| Goldman Sachs Group Inc | 1,652,624 | $72.3M | 0.01% | +62,976+4.0% | Added |
| State Street Corp | 2,001,053 | $87.5M | 0.00% | −50,299−2.5% | Reduced |
| Clear Street Group Inc. | 2,061,714 | $90.2M | 0.47% | +1,490,502+260.9% | Added |
| Geode Capital Management, LLC | 2,068,515 | $90.5M | 0.01% | +26,734+1.3% | Added |
| Bank of America Corp | 2,538,426 | $111.0M | 0.01% | +2,293,367+935.8% | Added |
| Morgan Stanley | 4,206,615 | $184.0M | 0.01% | +2,554,591+154.6% | Added |
| Jericho Capital Asset Management L.P. | 5,011,809 | $219.2M | 2.50% | +531,000+11.9% | Added |
| BlackRock, Inc. | 7,088,760 | $310.0M | 0.01% | +232,722+3.4% | Added |
| Vanguard Group Inc | 8,073,659 | $353.1M | 0.01% | −167,065−2.0% | Reduced |
| Slate Path Capital LP | 0 | $0 | 0.00% | −2,731,974−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −1,356,294−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −1,046,143−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −1,000,638−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −870,947−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −370,901−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −360,719−100.0% | Sold out |